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William Clyde Stegall

LATTICE STRATEGIES LLC·SAN FRANCISCO, California
Unclaimed Profile
101 MONTGOMERY ST, SAN FRANCISCO, CA 94104CRD# 2907158Firm CRD# 130373
01

About

William Clyde Stegall is a registered financial advisor based in SAN FRANCISCO, California, affiliated with LATTICE STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
LATTICE STRATEGIES LLC
HARTFORD FUNDS
AUM
$2.1B
Regulatory assets under management
Employees
384
Total firm employees
View all advisors at LATTICE STRATEGIES LLC →
Services
Portfolio management (pooled investments)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2907158
Firm CRD# 130373
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Clyde Stegall offer?
William Clyde Stegall specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are William Clyde Stegall's credentials?
William Clyde Stegall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Clyde Stegall located?
William Clyde Stegall is based in SAN FRANCISCO, California, working with LATTICE STRATEGIES LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does William Clyde Stegall charge for services?
William Clyde Stegall's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LATTICE STRATEGIES LLC?
LATTICE STRATEGIES LLC has approximately 384 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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